How to Communicate with Patients that have a future appointment – Aerona Software

You can communicate with All patients that have a future appointment by following the below steps:

Step 1 - Create your communication template.

The first step is to create your communication template. This can be done by following the steps in the below articles:

How to Create an Email/Document Template

Step 2 - Run the 'Future Appointment Report'

The next step is to run the 'Future Appointment Report' which can be accessed via the 'Reports' section of Aerona > 'Appointment' > Future Appointment Report. See below:

Simply enter the dates that you would like to display the appointments for.

In this example, I am going to display dates from 02/11/2020 and leave the end column blank as I want all future appointments after 02/11/2020 to appear. See below:

Simply select the arrow to proceed and the report will then display all patients based on the parameters. See below:

Step 3 - Communicate with these patients.

To communicate with these patients simply select the icon. This will then direct you to the communication page where you can then select the communication type and communication template. See below:

Once you have selected the correct template from the drop-down list simply select the icon again to proceed. You will then be able to preview the communication. Once you are happy simply select the again for the last time to confirm.